How do I navigate my account portfolio?

The Portfolio section in your account displays information on both your Share Purchase and Holdings and Stock Options and Awards held in Shareworks. You can navigate between the two areas by selecting either Share Purchase and Holdings or Stock Options and Awards.

The Share Purchase and Holdings tab provides detailed information about your holdings and is where you can initiate transactions and transfers (as applicable). For more information on withdrawals, transfers, and transactions, please see Exercises and Transactions.

The Stock Options and Awards tab provides detailed information about your stock options or awards including grant details, current value, and a view of options or awards that can be exercised. You can select on a grant to see additional information about an award such as its vesting schedule. This tab also provides you with the ability to manage release elections and exercise grants (as applicable). For more information on exercises and releases, please see Exercises and Transactions.